Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GWLIX (Aberdeen Gbl eq Fd inst Cl) | 12.51% | 4.12% | 2.13% | 1.14% | 3.22% | 4.21% | 4.00% | 4.95% |
Data as of 07/31/2025, AR inception is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWLIX (Aberdeen Gbl eq Fd inst Cl) | 07/02/2004 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | 4.12 | 2.13 | 1.14 | 3.22 | 4.21 | 4.00 | 4.95 | 12.51 | 0.66 | 21.46 | -39.85 | 7.86 | 15.99 | 23.86 | -11.39 | 24.25 | 7.69 | -11.98 | -0.40 | 11.11 | 15.92 | -2.13 | 9.04 | 28.48 | -44.38 | 19.08 | 25.91 | 19.26 | 17.80 |
| Sharpe Ratio | NA | 0.33 | 0.01 | -0.04 | 0.11 | NA | NA | 0.19 | 1.30 | -0.44 | 1.46 | -1.32 | 0.49 | 0.49 | 1.96 | -0.94 | 3.75 | 0.54 | -0.81 | -0.04 | 0.97 | 1.12 | -0.09 | 0.45 | 0.94 | -1.11 | 0.83 | 1.53 | 1.47 | 3.44 |
| Standard Deviation(%) | NA | 16.81 | 20.17 | 19.22 | 18.57 | NA | NA | 19.86 | 17.79 | 13.45 | 11.87 | 31.27 | 16.08 | 31.99 | 11.43 | 13.64 | 6.33 | 13.89 | 14.76 | 10.89 | 11.41 | 14.25 | 23.33 | 19.77 | 30.33 | 40.73 | 19.49 | 14.85 | 11.66 | 10.94 |
| Draw Down(%) | NA | 20.49 | 26.79 | 46.67 | 46.67 | NA | NA | 61.87 | 14.46 | 10.22 | 11.87 | 40.02 | 11.54 | 32.61 | 7.38 | 20.90 | 2.23 | 9.06 | 19.35 | 12.45 | 10.93 | 12.22 | 19.36 | 16.33 | 30.18 | 53.07 | 13.61 | 16.55 | 8.46 | 4.15 |
| Yield(%) | 0.00 | 0.53 | 0.83 | 0.50 | 2.66 | 2.94 | 2.68 | 3.22 | 0.00 | 0.58 | 0.91 | 0.99 | 0.00 | 0.00 | 4.16 | 7.76 | 10.83 | 1.17 | 1.88 | 3.49 | 0.78 | 1.91 | 1.81 | 0.00 | 0.30 | 0.55 | 0.39 | 0.85 | 0.00 | 0.50 |
Data as of 07/31/2025, AR inception is 07/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWLIX (Aberdeen Gbl eq Fd inst Cl) |
-14.57%
Feb 2006 - Feb 2009 |
-4.41%
May 2007 - May 2012 |
0.17%
Oct 2013 - Oct 2023 |
-0.33%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWLIX (Aberdeen Gbl eq Fd inst Cl) |
27.72%
Oct 2004 - Oct 2007 |
17.65%
Feb 2009 - Feb 2014 |
9.84%
Feb 2009 - Feb 2019 |
6.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart